My “ESTATE PLANNING ESSENTIALS” Workshops will resume in late March after taking a break for the winter. The dates will be announced by early March.

Most recent Workshops:

Quincy Council on Aging (Kennedy Center)
440 E. Squantum Street, Quincy, MA
Tuesday, November 28, 2017 at 10:00am-12:00pm

Thayer Public Library
798 Washington Street, Braintree, MA
Thursday, November 30, 2017 at 10:00am-12:00pm

Workshops are free and open to the public. Please call our office to reserve a seat at 617-769-9843 or e-mail us at:

Attorney Romano will discuss important Estate planning issues that affect ALL seniors. This workshop will present an overview of Estate Planning, Medicaid Planning and Asset Protection.

Discover why it is important to have documents such as a:

■ Durable Power of Attorney
■ Health Care Proxy
■ Living Will
■ HIPAA authorization form
■ Will
■ Trust (Revocable or Irrevocable)

Hear about common situations and examples of the many problems that can be easily avoided by having these documents. Find out about family issues that affect your estate planning. Learn how to avoid probate and reduce or eliminate estate taxes. Know the difference between having a will and a trust as well as the difference between a revocable and an irrevocable trust.

Learn about Medicaid planning and the issues seniors face if they can no longer live independently and need some type of long term care. We will educate you on the rules and dispel the myths on how to protect your assets for your loved ones!

This is an interactive workshop, so come prepared with your questions and concerns.

This is an educational opportunity, no products or services will be sold.